FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. SRTGen: AI subtitle and SRT generator that also transcribes meetings, interviews, and podcasts with multi-format caption export. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and SRTGen when transcribing corporate meetings, conferences, and recorded interviews matters most. Try them side by side on real calls before deciding — needs vary by team.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
AI subtitle and SRT generator that also transcribes meetings, interviews, and podcasts with multi-format caption export.
FinScribe is an AI meeting assistant focused on wealth and financial advisory client meetings. It joins virtual meetings on platforms such as Zoom, Microsoft Teams, Google Meet, and Webex as a note-taking participant, and supports in-person meetings through its mobile and web apps, then turns client conversations, financial consultations, and strategy sessions into structured, professionally formatted documentation. Beyond notes, FinScribe generates pre-meeting prep pages with agendas and background information, drafts follow-up emails summarizing decisions and action items, and pushes information into the user's CRM. It integrates with financial-services CRMs and tools including Salesforce, Redtail, Wealthbox, HubSpot, Practifi, Salentica, and others, along with Slack, Aircall, Google Calendar, and Zapier. The product emphasizes a recording-free approach in which meeting audio is discarded after notes are processed, SOC 2 Type II certification, MFA and SSO support, redaction of sensitive identifiers, and a commitment not to train its models on client data. FinScribe serves solo advisors, RIAs, asset management firms, private bankers, accountants, and family offices, and is a Y Combinator-backed company. Pricing varies by plan. Check the official website for current pricing.
Best suited for
SRTGen is an AI-powered subtitle and transcription platform centered on producing professional caption files. Users can upload video or audio, or paste links from social platforms, and SRTGen generates time-coded subtitles with automatic speaker separation. While it is marketed heavily toward creating SRT files and translated subtitles for content like YouTube and short-form video, the platform explicitly extends to corporate meetings, conferences and events, and academic and market research, including interviews and focus groups. It supports a large number of languages and locales with global dialect coverage and offers translation alongside transcription. Output options include subtitle formats such as SRT, VTT, and ASS, as well as document and data formats like DOCX, PDF, TXT, and JSON. SRGen includes a timeline-based subtitle editor with animation capabilities, the ability to burn hardcoded subtitles into video, and real-time multi-user collaboration. The service runs on a credits-based model rather than a fixed subscription, with a small free allotment to start, making it flexible for occasional caption jobs as well as recurring meeting and interview transcription needs across teams and organizations. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); SRTGen is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | SRTGen |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | AI subtitle generation with automatic speaker separation |
| Standout feature | Compliance-oriented, structured meeting documentation | Transcription for corporate meetings, conferences, interviews, and research |
| Team usage | Pre-meeting prep pages with agendas and background | Export to SRT, VTT, ASS, TXT, DOCX, PDF, and JSON |
| Integrations | Automated follow-up emails with summaries and action items | Translation across a large set of languages and locales |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Timeline-based subtitle editor with animation and burn-in options |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Real-time multi-user collaborative editing |
FinScribe
Choose FinScribe if you need documenting financial advisor client review and planning meetings — strengths include purpose-built for financial and wealth advisory client meetings.
SRTGen
Choose SRTGen if you need generating srt and vtt subtitles for podcasts and video content — strengths include strong caption-file output options for video editing workflows.
FinScribe
SRTGen
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while SRTGen is strong for generating srt and vtt subtitles for podcasts and video content. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and SRTGen is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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